When this happens...
ClioNew Contact
Then do this...
Citrix ShareFileCreate Client User

Rather than copy them over yourself, let automation move contacts between your apps. With this integration, Zapier will watch for new Clio contacts and automatically create new client users your ShareFile account for each new name we detect. It's an easy way to add your important client contacts to ShareFile while eliminating duplicate work or possible errors, and only takes a few minutes to set up.

How It Works

  1. A new contact is created in Clio
  2. Zapier automatically adds that contact to ShareFile as a new client user

What You Need

  • Clio account
  • ShareFile account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Citrix ShareFile + Clio and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New File

Triggers when a new file is added to the chosen folder.

Create Folder

Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

New Activity

Triggers when a new activity is created.

Create Client User

Creates a ShareFile user with the given information.

New Calendar Entry

Triggers when a new calendar entry is created.

Upload File

Allows user to upload a file to the selected folder.

New Task

Triggers when a new task has been created.

Create Person

Creates a new person.

New Communication

Triggers when a new communication is created.

Create Contact Note

Creates a new contact note

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Become a Zapier Integration Partner

Citrix ShareFile is an enterprise "follow-me" data solution that makes it easy for users to store, sync and share data securely from any device, anywhere!

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.